Unit report¶
The Unit report lists the members of an organisational unit, one row each. It works on a unit of accounts (for example a department of Entra accounts) and on a unit of people.
Download it from the unit's page (Actions › Download unit report), or run it from the Reports page and pick one or more units. A unit of resources has no unit report; use the Entitlement Pivot for that.
What the spreadsheet holds¶
The Summary tab describes each unit in full, the same way the Entitlement Pivot does: who is Accountable and Responsible (name, employee ID, e-mail) — or, when nobody is Accountable yet, the suggested person and why — and every attribute the unit's page lists under More details. It also says how the entitlement count was made.
The Data tab has one row per member:
| Column | Accounts | People |
|---|---|---|
| Unit, Name, Status, Email, Employee ID, Job title, Department, Manager | yes | yes |
| Account type, Enabled, System | yes | — |
| Linked accounts | — | yes |
| Org claim — Status, Org claim — Role, Org claim — Source | yes | yes |
| Entitlements | distinct resources the account holds | distinct resources held across every account linked to the person, plus any assigned to the person directly |
| every attribute the members carry | yes | yes |
Entitlements count live assignments only. Business roles are not counted; the entitlements a role grants are. After the fixed columns comes a column for every attribute the source stored on the members, sorted by name — at most 60; if there are more, the ones most members carry are kept and the rest are named on the Summary tab.
Organisational claims¶
Three columns, with a light amber header, say what people told us about each person — in interviews, notes, files and other information added on the unit's page — rather than what a connected system says:
- Org claim — Status: the status the unit's People overview shows — Current, Came back, Not confirmed, Left (decided) or Left.
- Org claim — Role: their latest role there, and for someone who came back the roles of their earlier stint ("Analyst · earlier: Junior analyst").
- Org claim — Source: where that comes from, short: "interview with …, date", "file …, date" or "notes added by …, date".
A claim nobody has reviewed yet is marked (proposed) — "Data mining (proposed)"; a confirmed one is plain. The columns are empty for a person nobody said anything about. A context owner, and anyone who cannot edit contexts, sees confirmed claims only — the same rule as the People overview.
After the members follow the people the added information names but the member list does not list — Not confirmed first, then Left. Their Status column says "not listed by the source", and their entitlements are still counted, so the sheet answers "do they still have access?". With sub-units included, these rows are added for the picked unit only.
On the Summary tab, under the people block of each unit, a note explains the Org claim columns, followed by the number of current members, former people and (for analysts) claims still proposed.
Sub-units¶
By default the report lists the unit's direct members. Tick Include sub-units (parameter
includeSubUnits=true) to also list the members of every unit below it; each row then says which unit
it came from.